Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments* Fidelity Stock Selector Small Cap Fund in their Schedule of Assets, totaling $8.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VIRTUS INVESTMENT PARTNERS, INC. VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN | HARTFORD CT | 750 | $330.1M | $5.8M |
| 2 | EPPS AIR SERVICE, LLC EPPS AIR SERVICE, INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 142 | $35.5M | $1.1M |
| 3 | TRADELINK LLC |
CHICAGO IL |
| 86 |
| $32.5M |
| $580K |
| 4 | LAWTER, INC. LAWTER, INC. 401(K) PLAN | ELGIN IL | 103 | $16.9M | $321K |
| 5 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $279K |
| 6 | HIRSCH BEDNER & ASSOCIATES HIRSCH/BEDNER ASSOCIATES 401(K) PLAN | SANTA MONICA CA | 122 | $17.9M | $271K |
| 7 | M & H ENTERPRISES, INC. M & H ENTERPRISES, INC. 401(K) PLAN | SPRING TX | 94 | $26.5M | $148K |
| 8 | DIVERSIFIED COATINGS, INC. DIVERSIFIED COATINGS, INC 401(K) RETIREMENT SAVINGS PLAN | RIDGWAY PA | 161 | $7.4M | $110K |
